OFX FI details for Smith Barney – Transactions

The OFX financial institution information for Smith Barney – Transactions is as follows.

FI Id: 3201
FI Org: SmithBarney
FI Url: https://www.oasis.cfree.com/3201.ofxgp
OFX Version: 102

Smith Barney – Transactions has the following capabilities:

  • Account Discovery: yes

  • Banking Services: yes

    mail for banking services: yes
    intra-bank transfers: yes
    scheduled intra-bank transfers: no
    transfer sync requests: yes

  • Credit Card Services: yes

  • Bill-Pay Services: yes

    mail for bill-pay services: yes
    payment by address: yes
    payment by transfer: no
    payment by payee id: no
    recurring/automatic payments: yes
    payments with credit card: no
    payee delete: yes

  • Investment Brokerage Services: no

Smith Barney – Transactions service signup is through the phone, so you need to call them in order to sign up. The cost per month for online services is unknown, please contact them to find out.

Enrollment for web services automatically enrolls you for OFX services. A different password is used to access OFX services than the one used to access services via their website, so you’ll need to get a separate password from Smith Barney – Transactions. This institution allows users to change their PIN/password through OFX services. The password must be between 4 and 4 characters, and may contain alpha numeric space and special characters.


Please contact your local branch Local Branch XX 00000
1-800-221-3636
Smith Barney – Transactions

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